Global Retirement Partners’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Global Retirement Partners’s Portfolio MIN Stock Details MIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$9.34K	Sell	3,511 -2,705	-44%	-$7.32K	﹤0.01%	2421
2024 Q3	$16.9K	Buy	6,216 +2,705	+77%	+$7.36K	﹤0.01%	2066
2024 Q2	$9.34K	Hold	3,511	–	–	﹤0.01%	2353
2024 Q1	$9.34K	Hold	3,511	–	–	﹤0.01%	2159
2023 Q4	$9.69K	Hold	3,511	–	–	﹤0.01%	2078
2023 Q3	$9.37K	Hold	3,511	–	–	﹤0.01%	1980
2023 Q2	$9.62K	Hold	3,511	–	–	﹤0.01%	1979
2023 Q1	$9.72K	Hold	3,511	–	–	﹤0.01%	1936
2022 Q4	$9.69K	Hold	3,511	–	–	﹤0.01%	1795
2022 Q3	$10K	Hold	3,511	–	–	﹤0.01%	1689
2022 Q2	$10K	Hold	3,511	–	–	﹤0.01%	1636
2022 Q1	$11K	Buy	+3,511	New	+$11.6K	﹤0.01%	1590
2021 Q1	–	Sell	-100	Closed	–	–	1844
2020 Q4	$0	Hold	100	–	–	﹤0.01%	1779
2020 Q3	$0	Buy	+100	New	+$383	﹤0.01%	1680

Other funds holding MIN

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Retirement Partners's MIN Position: Q4 2024 in Review

Global Retirement Partners reduced its Aberdeen Intermediate Income Fund (MIN) stake by 44% in Q4 2024, selling an estimated $7.32K and leaving 3,511 shares worth $9.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

Global Retirement Partners first reported a position in MIN in Q3 2020 and has held it in 14 quarters since. The position peaked at $16.9K in Q3 2024. 88 funds tracked by Wall St. Rank hold MIN as of Q4 2024.

Global Retirement Partners held 3,511 shares of Aberdeen Intermediate Income Fund worth $9.34K as of Q4 2024.
Global Retirement Partners sold 2,705 Aberdeen Intermediate Income Fund shares in Q4 2024, an estimated $7.32K.
Aberdeen Intermediate Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2421 holding.
Global Retirement Partners first reported a position in Aberdeen Intermediate Income Fund in Q3 2020 and has held it in 14 quarters since.
Global Retirement Partners's Aberdeen Intermediate Income Fund position peaked at $16.9K in Q3 2024.
88 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.